Jacquelyn Blickfeld signed Community Care Physicians PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Care Physicians PLLC's EIN is 14-1660131.
Download the official 2024 Form 5500 (PDF) for Community Care Physicians PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Care Physicians PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $226K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | 82-1434504 | — | NONE | $56K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BONADIO & CO LLP |
| 13-1131146 |
| — |
| NONE |
| $20K |
| — |
| BST & CO CPAS LLP | 14-1442607 | — | NONE | $7K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $400 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.4M | 13.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $35.4M | 10.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $34.0M | 9.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.9M | 8.4% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $29.4M | 8.3% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $22.2M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.7M | 6.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $15.6M | 4.4% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.0M | 3.1% | |
| Empower SDB Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $9.9M | 2.8% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.3M | 2.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.9% | |
| Vanguard Equity-Income Adm Mutual Fund | Mutual Funds | — | — | $6.4M | 1.8% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.6% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.5% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $4.5M | 1.3% | |
| Vanguard Balanced Index Fund - Inst'L Mutual Fund | Common Collective Trusts | — | — | $4.4M | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $4.2M | 1.2% | |
| Fidelity Total Intl Index Instl Premium Mutual Fund | Mutual Funds | — | — | $3.9M | 1.1% | |
| Fidelity Us Bond Index Mutual Fund | Mutual Funds | — | — | $3.6M | 1.0% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $3.6M | 1.0% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $3.0M | 0.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $3.0M | 0.8% | |
| T Rowe Integr Us Small-Cap Grwt Eqty Inv Mutual Fund | Other securities | — | — | $2.7M | 0.8% | |
| Principal U.S. Property Account Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 0.5% | |
| DFA International Core Equity I Mutual Fund | Mutual Funds | — | — | $1.7M | 0.5% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | Other securities | — | — | $1.5M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| EAGLE MID CAP GROWTH CIT CLASS 2 ALTA TRUST COMPANY · EIN 83-0524193 / PN 000 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| American Century Small Cap Value R6 Fund Mutual Fund | Other securities | — | — | $1.0M | 0.3% | |
| Allspring Core Plus Bond R6 Mutual Fund | Other securities | — | — | $872K | 0.2% | |
| NYL Guaranteed Interest Account 10 Stable Value Fund | Stable Value | — | — | $760K | 0.2% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $696K | 0.2% | |
| Empower SDB Roth Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $483K | 0.1% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund | Mutual Funds | — | — | $347K | <0.1% |
